SCAUX Mutual Fund

SCAUX Mutual Fund

NAV$12.85
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Returns Overview

1 Month
+2.18%
3 Months
+2.03%
6 Months
+8.49%
YTD
+9.35%
1 Year
+15.97%
3 Years (annualized)
+16.32%
5 Years (annualized)
+9.72%
10 Years (annualized)
+8.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCAUX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+9.35%
Peer Avg (YTD)
+11.40%
vs Peers
-2.06%

SCAUX Mutual Fund Performance

SCAUX performance across multiple time periods: 1-month 2.18%, YTD 9.35%, 1-year 15.97%, 3-year 16.32%, 5-year 9.72%, 10-year 8.07%.

SCAUX returns trail the peer average of 11.40% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

SCAUX vs another fund shows side-by-side returns. SCAUX alternatives are available in the Mutual Fund Screener.